Mortgage CRM
Call your past clients before their lock-in ends, not after.
Save each client's lock-in end date and set the day you'll call. Keep the property agents who refer you on the same list.
30 minutes. You choose the day and the time.
- Lock-in dates on a calendar
- An email on the day and 7 days before
- Referral partners in their own pipeline
- Mr and Mrs TeoPast client, Today, Follow-up: lock-in ends in MarchLock-in ends 14 Mar
- Jasmine WongDocuments in, 2d overdue, Task: ask for the latest payslips
- Daniel Koh, property agentReferral partner, Today, Follow-up: coffee this monthReferred the Teos
- ArifEnquiry, Today, Appointment, 7pm: first call
Between cases
Past clients drift between cases while you're busy with new ones.
You helped a couple with their loan two years ago, and their lock-in ends next spring. You meant to call in the new year. Then three new cases came in, and by March a friend had pointed them to another broker. The date was in a spreadsheet you didn't open.
01Lock-in dates
Put every client's lock-in end date on one calendar.
Add a Lock-in ends date field to the pipeline. Switch the calendar to it and each client sits on the day theirs ends, a month at a time. Then give each one a follow-up date for the day you want to call, and on that day they're on your list.
- The calendar goes by any date field
- Follow-up dates a year out in one tap, or any day
- Remind me: once, or every year
02Referral partners
Keep in touch with the property agents who send you clients.
Keep the agents who refer you in a pipeline of their own, with a follow-up date on each. Add a Referred by field to your clients that links to the agent's card, so you know who sent whom and can thank the right person.
- Several pipelines, each with its own stages
- A linked contact field
- Inactive over 30 days, for agents you've gone quiet on
03Each case
See where each case stands, and what's still missing.
Name the stages the way your desk works, like Documents in and With the banks. A stage can ask for the fields it needs before a card moves in, and a case that sits in one stage for 14 days is flagged. Each client's documents sit on their card in private storage.
- Up to ten required fields per stage
- Stale after 14 days, or your own limit
- Files up to 10 MB, with links that expire after an hour
A worked example
A month at a two-person broking desk
- Early JanuaryMelissa and Imran broker home loans. Melissa switches the calendar to Lock-in ends and sees eleven past clients whose lock-ins end by June.
- The same afternoonShe gives each of the eleven a follow-up date in March, one or two a day.
- Mid-JanuaryDaniel, a property agent, refers a couple buying a resale flat. Their card links to his, and she sets his next coffee for February.
- MarchThe past clients come up on her list, one or two a day, each with the notes from their last loan on the card.
And the rest
What it does for a broking desk, and what it won't
Goes well with
Call this year's lock-ins before another broker does.
Start with the past clients whose lock-in ends in the next six months.
30 minutes. You choose the day and the time.
Before you move your clients in
Worried about keeping client records in another app?
Files sit in private storage, and each link to one stops working after an hour. You choose who on your team sees each pipeline. For where your records are kept and who can read them, see /crm/security.
No. Palby CRM keeps your records and your follow-ups. Rates, packages and anything you tell a client about their loan stay with you.
Yes. Set the date field to remind you, and an email arrives on the day and 7 days before. For an earlier call, set a follow-up date on the day you want to ring.
That depends on what they agreed to, and it's your call. Each record keeps consent per channel, with when and how it was given.
No. Palby CRM keeps each chat on the client's record, so your partner sees what was said. Your number links by scanning a QR code. Answering enquiries is a separate Palby product: see how Palby answers WhatsApp enquiries.
There's no public price for Palby CRM yet, so you'll get a price for your team on the walkthrough.